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Orbis launches new fund aimed at cautious investors

02 October 2024 | General

Orbis, Allan Gray’s offshore investment partner, has launched its Global Cautious Fund in South Africa. This global low-equity, multi-asset fund aims to meet the needs of investors looking for a cautious balance between investment returns and risk of loss.

The unseen players in the AI revolution

01 October 2024 | General

The AI trade is up and running again, with the latest bout of interest spurred by Micron’s upbeat sales and profit estimates stealing the spotlight from Nvidia. Micron plays a vital role in the AI industry because it provides the high-bandwidth memory that helps train AI systems.

ESG Barometer reveals major focus areas for SA, Kenyan firms

01 October 2024 | General

Green technology, renewable energy, resource management and social development are core environmental, social and governance (ESG) focuses among South Africa’s listed firms. This fact emerged from the 2024 Sanlam ESG Barometer which surveyed 69 large, listed firms on the South African (50 firms) and Kenyan (19 firms) stock exchanges.

10X Investments: Why we’ve switched our global equity allocation

01 October 2024 | General

Over the past decade, a South African investor would have done very well holding a broad, market cap-weighted global index tracker. In rand terms, the MSCI All Country World (ACWI) Index has returned around 14.5% per year since the August of 2014.

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If I were tasked with taking my firm’s customer experience (CX) to the next level, I would:

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Bake human into the mix Integrate CX into KPIs Map the full value chain Respond to consumer feedback

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